Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fred? Claim Your ProfileFred Wambolt is an investment advisor representative with State Farm Investment Management Corp. in Miles City, Montana. Fred has been in the securities industry since 2007. Fred is registered with FINRA and the state of Montana. Fred has passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). Fred is also registered to sell investment company products/variable contracts (Series 6). Fred's professional experience includes working as an insurance agent for Fred Wambolt's Insurance Agency and State Farm VP Management Corp. Fred is a partner in Double K Properties, LLC, and Rain & Hail, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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MT
11/30/2018 - Present
State Farm Investment Management Corp. (Miles City MT)
IA
Issued 11/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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